Knowledge Base Article

Question: I need to update text fields for hundreds of members, how can I do this easily?

Question (cont)

We’ve tried using grid view and the metadata builder but haven’t been successful.   

 

Answer

  • Consultants have developed their own tools which will have their own limitations (e.g., we’ve seen one which doesn’t cater for varying properties by scenario type and time).
    • Note if you obtain any of these, they won’t be supported by OneStream.
  • Possibly the simplest approach would be to use excel to develop an XML file to update the relevant properties. Ensure you test on a few rows before making a mass change.

 

Source:  Office Hours 2021-04-01 - Partner Enablement

Updated 2 years ago
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